Senior Manager, Tax

A bit about us:

We are seeking a Senior Tax Manager, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client's goals and values. This critical role is responsible for managing all tax-related matters, including compliance, reporting, planning, and consulting.

Why join us?

401(k) matching
Health insurance
Paid time off
Bonus opportunities
Great Culture
Work Life Balance

Job Details

Responsibilities:

• Provide guidance, instruction, direction and leadership to the tax team to help achieve results, build expertise, and inspire the next generation of tax leaders
• Participate in obtaining new clients in partnership with strategic relationships and community networks
• Responsible for client relationships and retention; help ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
• Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients and closely held businesses
• Manage consulting and tax projects such as charitable giving calculations, private foundation minimum payouts and miscellaneous tax and financial planning projects
• Review tax returns, quarterly and annual income tax projections, estimated tax vouchers extension forms and related work papers and financial statements

Qualifications

Bachelor's degree required
8+ years' tax experience working in private or public accounting firm or financial planning firm
CPA or EA required

Qualifications:

To be successful in this role, you will need:

1. A minimum of 5 years of experience in a tax management role, preferably in the mortgage industry.
2. Strong knowledge of federal and state tax laws and regulations.
3. Proficiency in tax software, CCH or GOSystem preferred.
4. Experience in tax consulting and planning, particularly for high net worth individuals.
5. Experience in tax review and audit processes.
6. Enrolled Agent (EA) designation is preferred.
7. Excellent analytical and problem-solving skills.
8. Strong leadership and team management skills.
9. Excellent communication and presentation skills.
10. Ability to work under pressure and meet tight deadlines.

This is a fantastic opportunity for a seasoned tax professional to take on a senior leadership role in a dynamic and fast-paced environment. If you have a passion for tax, a strategic mindset, and a commitment to excellence, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy